CSU Admissions Inquiry Student Administration 8'9

1
CSU Admissions InquiryStudent Administration 8.9

• Tammara Nelson
• PeopleSoft Trainer
• CSUB
• Version 1.3
• Last Revised 12/19/07

2
Purpose and Scope
3
Objectives

• At the end of the course, you will learn
• The background of the CSU Admissions Inquiry
  pages
• The major elements of the CSU Admissions Inquiry
  pages
• The major components of the 3Cs (Communications,
  Checklists, and Comments)
• How to
• Navigate to the CSU Admissions Inquiry pages
• Use the Admissions Summary information
• Use the Test Summary Information
• Use the Checklist Summary Information
• Use the Comment Summary Information
• Respond to frequently asked Admissions questions
• Get additional help on functional and technical
  issues

4
Admissions Overview
5
Background

• PeopleSoft-Delivered Admissions Data
• Multiple pages in CMS PeopleSoft
• Requires additional knowledge and security access
  
• Requires numerous navigations to gather
  information
• Cumbersome for casual or occasional users
• Time-consuming, when quick answers are needed
• CSU Admissions Inquiry modification
• Developed by the CSU CMS development team
• Provides easy identification and summarization of
  applicant admission status.

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CSU Admissions Inquiry Overview
Navigation Home gt CSU SA Baseline gt CSU
Admissions gt Admissions Inquiry
gt Inquire gt Admissions Inquiry
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How do I access the CSU Admissions Inquiry Page?

• Lab Exercise 1

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CSU Admissions Inquiry Search Page
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CSU Admissions Inquiry Search Page

• Provides access to the CSU Admissions Inquiry
  pages.
• Allows you to retrieve records based on any field
  listed.
• Allows you to perform Basic or Advanced Searches.
• Allows you to save your search criteria.

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Basic Search Page

• Allows you retrieve records based on one field
• Provides a drop down box with a list of fields
  for filtering
• Uses the Begins With as the default search
  operator.
• Provides a link to the Advanced Search page.

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Save Search Criteria

• Allows you to save routine searches
• Saves you time
• Allows you to select your saved searches from a
  drop-down box.

12
Do I have a hold (service indicator)?

• Lab Exercise 2

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Admissions Summary Tab
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Admissions Summary
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Bio/Demo Data

• Biographic and Demographic Information
• Mailing address
• Primary telephone (Associated with their mailing
  address)
• Primary email address (Loaded from Mentor and
  maintained through Self Service)
• Citizenship
• Sex
• Visa Type

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Application Data

• Application Information
• Admission Status Information
• Academic Career Information
• Academic Level and Admit Type Information
• Residency and Basis of Admission Information
• Recruiting Information

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Admission Status Info

• Appl Nbr
• Application you selected from the search results
• Prog Nbr
• Program Number
• Prog Action
• Current admission program action, i.e. Appl
  (Application)
• Appl Dt
• Application creation date

• Status
• Admission status
• Prog Rsn
• Program reason
• Action Date
• Date of application action or reason
• Comments
• Indicator for whether or not comments exists

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Academic Career Info

• Admit Term
• Application term Fall 2008, Summer 2008
• Acad Career
• Degree objective (Undergraduate, Graduate)
• Acad Prog
• Type of student (Undergraduate (UGRD
  Baccalaureate), Graduate, etc.
• Plan/Subplan
• Major/Concentration ( Business
  Administration/Marketing)

The Acad Prog Plan/Subplan are frozen, once
matriculated.
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Academic Level Admit Type

• Appl Center
• Center where application was created. Main
  (default)
• Acad Level
• As reported by the student. Updated after the
  transcripts are received and recorded
• Admit Type
• As determined by CSU Mentor system. Updated after
  transcripts are reviewed.
• Complete
• Indicates the file is complete. (Not used by
  CSUB)
• Complete Dt
• Date the file was complete. (Not used by CSUB)

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Residency/Admission Basis

• Instn Origin
• Undergraduates School, where they completed the
  most course work
• Graduates School, where they obtained their
  degree
• EOP Interest
• Applicant is interested in going through EOP for
  admission. Does not imply or constitute
  acceptance of the applicant by EOP.
• Residency
• Currency residency status of the applicant. Used
  for tuition calculations
• App Fee
• Type of fee submitted check, etc.
• Adm Basis
• Basis of Admission
• Stu Standing
• Once admitted, the applicants standing

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Recruiting Information

• Recruit Cat
• The category the applicant was recruited under.
• Not used by CSUB
• Sport
• Athletes sport

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ERS Data
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What is my admission status?

• Lab Exercise 3

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Education Information

• Org ID
• School code
• Description
• School Name
• From Date To Date
• Dates of Attendance
• Transcript Status
• Transcript status
• Received Date
• Transcript creation date

• Summary Type
• GPA Origin
• High school, College
• GPA Type
• Type of GPA
• High school, College
• Ext GPA
• GPA
• Either self-reported by applicant or received
  from school

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What GPA did I report on my application?

• Lab Exercise 4

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Test Summary Tab
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Test Summary

• Shows the tests entered or loaded into the system
  for an applicant
• Displays all test scores recorded by CSUB,
  including
• ACT
• SAT
• IB
• Etc.
• 3 sections Search criteria, Sort criteria, and
  Test Results.

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Test Summary by ID/Component

• Used to enter search criteria for retrieving test
  scores
• Allows you to refine or limit the search results
• If an applicant has multiple Test IDs, such as
  ACT, SAT, IB, etc., entering ACT, for example in
  the Test ID field, then clicking the button will
  display ACT scores only.
• Clicking Search without filling in these fields,
  will return all test scores for an individual.

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Sort By

• The Sort By is used to specify how you want your
  results sorted,
• Date, Score, or Test.

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Test Results

• Test Id
• Type of test taken
• Description
• Test Component name
• Score
• Score for the test component
• tile
• Percentile for the test component
• Letter
• Letter grade for the test component

• Test Dt
• Date test was taken
• Stnd Admin
• Indicates standard administration of test
• Data Src
• Source of the test results self-reported, ETS,
  ACT, etc.
• Dt Loaded
• Date test results were loaded or entered manually

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Which of my test scores has CSUB received?

• Lab Exercise 5

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3 Cs Overview

• Communications, Checklists, and Comments

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Communications

• Manage all types of contacts inside and outside
  your institution.
• Allows you to assign communications to
  individuals and organizations manually, or use
  the 3C engine to automatically assign
  communications based on rules and conditions that
  you define.

Note Additional information regarding the 3Cs
are provided in a separate training course and
business process guides.
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Checklists

• List of requirements
• Track and monitor requirement status
• Incorporate Checklist Items into letters and
  emails
• Assign manually or automatically using the 3C
  engine
• Assign to events, applicants (students, vendors,
  or employees), or groups of applicants.

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Comments

• Enter and track comments about individuals and
  organizations.
• Review all comments about an individual or
  organization, or all comments entered by a
  specific individual.

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Checklist Summary Tab
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Checklist Summary

• Summarizes the outstanding checklist items for an
  applicant.
• Allows you to monitor the completion of
  requirements,
• Such as receipt of official transcripts, academic
  course work from previously attended colleges,
  official test scores, residency status (green
  cards), etc.
• Displays information based on your security
  access
• 2 sections
• Selection Criteria and Search Results.

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Selection Criteria

• Communications Manager
• Checklists Manager
• Comments
• Function
• Administrative Function (Admissions, Financial
  Aid, etc)
• Variable Data
• Used for searching

• Checklist Type
• Type of Checklist (Condition, Requirements, etc.)
• Checklist
• Checklist code
• Responsible ID
• ID associated with the Checklist
• Status
• Searches for
• All, Completed, Initiated Checklist Items

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Code Item Status

• Item
• The code of the outstanding checklist item
• Description
• The description of the outstanding checklist item
  
• Due Date
• The date the entire checklist is due.
• Item Status
• The status of the checklist item
• Initiated or Completed

• Edit
• Displays the Person Checklist Entry page,
  depending on your security level
• View
• Displays the Person Checklist Detail page,
  depending on your security level
• Checklist
• The code for the checklist the checklist item is
  associated with.

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Institution and Function

• Edit
• Displays the Person Checklist Entry page,
  depending on your security level
• View
• Displays the Person Checklist Detail page,
  depending on your security level
• Checklist
• The code for the checklist the checklist item is
  associated with.
• Item
• The code of the outstanding checklist item
• Institution
• School (BKCMP CSUB)

• Function
• Administrative Function in charge of the
  checklist item
• Type
• Type of checklist, ie Requirements list,
  Conditions List
• Name
• Name of the responsible person or checklist item
  creator
• Date/Time
• Checklist creation date and time
• Sequence
• Checklist order

41
What does CSUB need from me to complete my
application?

• Lab Exercise 6

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Comment Summary Tab
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Comment Summary

• Summary of comments for an applicant.
• Review all comments for an applicant or all
  comments entered by an individual.
• Access to comments is based on security level

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Comment SummarySelection Criteria

• Communications Manager
• Checklists Manager
• Comments
• Function
• Administrative Function (Admissions, Financial
  Aid, etc)

• Variable Data
• Used for searching
• Category
• The code for the category the comment is
  associated.
• Comment ID
• ID associated with the Comment

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Comment Category

• Edit
• Displays the Personal Comment Entry page,
  depending on your security level
• View
• Displays the Personal Comment Detail page,
  depending on your security level
• Category
• The code for the category the comment is
  associated with.

• Description
• The description of the category
• Function
• The code for the administrative area the comment
  is associated.
• Date/Time
• The date and time when the comment was entered.
• Sequence
• The number of the comment in the list of comments
  for the applicant

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Comment ID

• Edit
• Displays the Personal Comment Entry page,
  depending on your security level
• View
• Displays the Personal Comment Detail page,
  depending on your security level
• Category
• The code for the category the comment is
  associated with.
• Comment ID
• ID of the person associated with the comment
• Name
• The name of the person associated with the comment

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Person Comment Entry
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Person Comment Detail
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What is my residency or citizenship status?

• Lab Exercise 7

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Additional Information
51
Objectives

• At the end of the course, you will learn
• The background of the CSU Admissions Inquiry
  pages
• The major elements of the CSU Admissions Inquiry
  pages
• The major components of the 3Cs (Communications,
  Checklists, and Comments)
• How to
• Navigate to the CSU Admissions Inquiry pages
• Use the Admissions Summary information
• Use the Test Summary Information
• Use the Checklist Summary Information
• Use the Comment Summary Information
• Respond to frequently asked Admissions questions
• Get additional help on functional and technical
  issues

52
Thank You